If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
We believe it is not only what you make, but more importantly what you keep that matters. At Ratón Wealth, focusing on your entire financial picture starts by developing a plan that will maintain and increase your wealth based on your financial situation, goals and comfort level with risk. After the original plan is developed, we regularly monitor the progress toward your goals, review and rebalance your financial portfolio, and investigate whether additional services are needed to provide peace of mind that can only come from knowing all aspects of your financial life are working well together.
For those with a key focus on accumulating wealth to have a solid financial foundation on the path to be becoming and staying affluent.
For those focused on retirement wanting to be prepared for the transition from pre to post retirement to insure you don't outlive your money.
For those who understand a holistic approach increases the opportunity for success by Integrating financial planning, investment management and estate planning.
Scheduling a no cost, no obligation appointment with us is easy! Select the type of appointment you desire on the next page and a time that fits your schedule. We'd love to hear what you are looking for in an advisor and if you think we can help.